Columbia River Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
76,718
+3,269
+4% +$93.4K 1.42% 19
2025
Q1
$1.92M Sell
73,449
-20
-0% -$524 1.29% 19
2024
Q4
$2.04M Buy
+73,469
New +$2.04M 1.4% 18